Dashboard
Your sales pipeline at a glance.
Total customers
12
Open deals
18
Pipeline value
$92,000
Follow-ups due this week
5
Recent activity
Acme Co moved to Proposal
2h ago
Follow-up completed with Riverside Bakery
Yesterday
New customer added — Brightpath Education
Yesterday
Solstice Studio moved to Contacted
Mon
Meeting scheduled with Atlas Freight
Mon
Nova Fitness deal value updated
Oct 23
Follow-ups due soon
View all - Overdue
Reconnect after fall cleanup quote
Greenline Landscaping · Oct 22
- Overdue
Send retainer options
Willow Legal · Oct 23
- Overdue
Walk the project site
Maple & Main · Oct 24
- Tomorrow
Confirm proposal scope
Acme Co · Oct 27
- In 2d
Send membership pricing
Nova Fitness · Oct 28